Marvell (MRVL) has crashed 40% from peak, which is double the semiconductor sector's 20% drop, making it a compelling dip-buy candidate.
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
7 days ago
